Sign In
test

Mary C. Johnston

Atlanta Consulting Group Advisors, Llc

Assets Managed
$465.293M
Holdings
143
Last Quarter
2026 - Q1
Filed Date
7d ago
Growth Rate
5.38%(2Q avg: 6.72%)
Sustained Growth
5 quarters

Portfolio positions

This chart displays the top 10 holdings in Atlanta Consulting Group Advisors, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 143 positions.

Assets under management

The assets under management (AUM) of Atlanta Consulting Group Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 465.293M in assets, with a quarterly growth rate of 5.38% and a 2-quarter average growth rate of 6.72%. The portfolio is managed by Mary C. Johnston, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IJR
Ishares Core S&p Small-cap E
Recent Activity
Increased 9.43%
12.26%
$57.018M
458,679 shares@ $124.31 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 2.34%
11.82%
$54.991M
84,186 shares@ $653.22 avg price
RSP
Invesco S&p 500 Equal Weight
Recent Activity
Increased 0.21%
9.05%
$42.076M
219,238 shares@ $191.92 avg price
ARLP
Alliance Resource Partners
Recent Activity
Increased 1.63%
7.02%
$32.63M
1.18M shares@ $27.66 avg price
IJH
Ishares Core S&p Midcap Etf
Recent Activity
Increased 40.64%
6.21%
$28.853M
427,269 shares@ $67.53 avg price
IEMG
Ishares Core Msci Emerging
Recent Activity
Increased 193.48%
4.71%
$21.913M
314,159 shares@ $69.75 avg price
VOO
Vanguard S&p 500 Etf
Recent Activity
Increased 2.66%
3.79%
$17.604M
29,460 shares@ $597.55 avg price
EAGL
Eagle Capital Select Eqty
Recent Activity
Increased 0.99%
3.77%
$17.535M
576,446 shares@ $30.42 avg price
JPM
Jpmorgan Chase & Co
Recent Activity
Decreased -7.19%
2.85%
$13.227M
44,965 shares@ $294.17 avg price
AVUV
Avantis Us Small Cap Value
Recent Activity
Increased 1.21%
2.16%
$10.043M
90,911 shares@ $110.48 avg price

1-10 of 143